Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Magner is a financial advisor with over 19 years of experience in the industry. Sharon is a Registered Representative and Investment Advisor Representative. Sharon works at Rockefeller Financial LLC, where she has been employed since May 2019. Previously, Sharon was employed at UBS Financial Services Inc. and J.P. Morgan Securities LLC. Sharon is a Certified Financial Planner and holds the Series 7, Series 9, Series 10, Series 63, Series 65, SIE, and Series 99TO licenses. Sharon specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
02/01/2021 - Present
Rockefeller Financial LLC (NEW YORK NY)
NJ
07/25/2011 - 05/09/2019
UBS FINANCIAL SERVICES INC. (Warren NJ)
NJ
09/10/2010 - 07/26/2011
J.P. MORGAN SECURITIES LLC (FLORHAM PARK NJ)
NJ
06/01/2009 - 09/28/2010
MORGAN STANLEY SMITH BARNEY (PARAMUS NJ)
NJ
05/26/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHORT HILLS NJ)
IA
Issued 06/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sharon Magner is the right advisor for you? Invested Better is here to help.
